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Brandywine Oak Private Wealth’s Morgan Stanley MS Stock Holding History

Brandywine Oak Private Wealth’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$556K Buy
2,660
+11
+0.4% +$2.18K 0.04% 154
2026
Q1 		$436K Sell
2,649
-93
-3% -$16.1K 0.04% 162
2025
Q4 		$487K Buy
2,742
+49
+2% +$8.17K 0.04% 153
2025
Q3 		$428K Hold
2,693
– – 0.04% 163
2025
Q2 		$379K Sell
2,693
-14
-0.5% -$1.72K 0.04% 174
2025
Q1 		$316K Hold
2,707
– – 0.03% 182
2024
Q4 		$340K Buy
2,707
+81
+3% +$9.98K 0.03% 178
2024
Q3 		$274K Sell
2,626
-2
-0.1% -$201 0.03% 204
2024
Q2 		$255K Hold
2,628
– – 0.03% 205
2024
Q1 		$247K Hold
2,628
– – 0.03% 211
2023
Q4 		$245K Hold
2,628
– – 0.03% 205
2023
Q3 		$215K Hold
2,628
– – 0.03% 220
2023
Q2 		$224K Buy
2,628
+117
+5% +$10K 0.03% 228
2023
Q1 		$220K Hold
2,511
– – 0.03% 232
2022
Q4 		$213K Buy
+2,511
New +$214K 0.03% 236
2022
Q2 		– Sell
-2,511
Closed -$219K – 333
2022
Q1 		$219K Hold
2,511
– – 0.03% 322
2021
Q4 		$246K Hold
2,511
– – 0.03% 311
2021
Q3 		$244K Buy
2,511
+4
+0.2% +$396 0.03% 293
2021
Q2 		$229K Buy
+2,507
New +$215K 0.03% 311
2019
Q1 		– Sell
-2,490
Closed -$98K – 473
2018
Q4 		$98K Buy
+2,490
New +$109K 0.02% 277

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brandywine Oak Private Wealth's MS Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its Morgan Stanley (MS) stake by 0.42% in Q2 2026, buying an estimated $2.18K and bringing the position to 2,660 shares worth $556K. The position accounts for 0.04% of the portfolio, ranked #154.

Brandywine Oak Private Wealth first reported a position in MS in Q4 2018 and has held it in 20 quarters since. 949 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Brandywine Oak Private Wealth held 2,660 shares of Morgan Stanley worth $556K as of Q2 2026.
  • Brandywine Oak Private Wealth bought 11 Morgan Stanley shares in Q2 2026, an estimated $2.18K.
  • Morgan Stanley made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #154 holding.
  • Brandywine Oak Private Wealth first reported a position in Morgan Stanley in Q4 2018 and has held it in 20 quarters since.
  • 949 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.